Discover the
Avalon Wealth Difference
Personalized, unbiased, fee-only wealth management services, prioritizing your best interests over commission-driven agendas.
Discover the
Avalon Wealth Difference
Personalized, unbiased, fee-only wealth management services that prioritize your best interests.
Our Services
Avalon Wealth offers planning, advice, and management services to help you build and maintain durable wealth. Our advisors provide a suite of wealth advisory services for business and personal finances.
Each of our advisors has earned a professional financial planning designation (including CFP®, CDFA®, and/or FPQP®). They each passed a rigorous board exam and complete continuing education programs annually. Most importantly, we all hold ourselves to a fiduciary duty, meaning that we will act only in our client’s best interests.
Creating Lasting Relationships
What Sets Us Apart
We’re committed to forging lasting relationships with each and every one of our clients. We’ll help you achieve your financial goals catered to your unique needs. Here are a few of the ways we stand out.
Creating Lasting Relationships
What Sets Us Apart
We’re committed to forging lasting relationships with each and every one of our clients. We’ll help you achieve your financial goals regardless of your unique needs. Here are a few of the ways we stand out from the competition.
Independent, Objective Advice
We act as your personal Chief Financial Officer, providing objective investment advice and financial coordination, anchored by a dynamic Financial Blueprint that adapts to your changing needs.
Fee-Only Pricing
Our annual flat-fee model offers transparent pricing, eliminating commissions and conflicting incentives, allowing you to optimize your finances with a dedicated fiduciary advisor committed to your best interests.
Power Through Knowledge
We believe in empowering you by offering insight and helping you develop a clear understanding of your financial situation. Our advisors develop ideas and present them to you, but you have the ultimate decision-making power when it comes to your finances.
An All-in-One Solution
Our financial planners work alongside your advisory team to deliver seamless services. We’ll actively collaborate with your professional team (CPAs, attorneys, insurance advisors, bankers, lenders, etc.) to assist you on your path to achieve your financial goals.
The Avalon Prospective Client Process
At Avalon Wealth, you aren’t just another client. Our unique process gives you a chance to get to know us (and us a chance to get to know you). Together, we can determine if we are a good fit.
Complimentary Discovery Meeting
Our prospective client process begins with 1-2 complimentary meetings. Through these meetings, we can discover whether there’s a potential fit.
Financial Assessment
Next, our advisors will ask for a snapshot of your finances. We’ll ask for important documents like account statements and tax returns so we can determine how to best add value.
Wealth Strategy Proposal
We will then present you with your tailored proposal. The proposal details how our firm can best help you grow and maintain your wealth. It also includes a fee quote.
Take the Next Step
After considering our proposal, you decide whether you would like to move forward with Avalon Wealth.
Experience Financial Planning and Wealth Management With a Trusted Partner
The future is full of uncertainties, but with Avalon Wealth, you have one certainty: quality, comprehensive financial advice offered with only your best interests in mind.
We work with you to create a Financial Blueprint tailored to your unique needs and then help you put that blueprint into action. Whether you’re planning for retirement, looking for investment advice, developing a business strategy, or something else, our advisors are ready to help.
